Research
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AT&T Model UpdateApril 24, 2024 — Jonathan Chaplin
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AT&T: quick thoughts following the callApril 24, 2024 — Jonathan Chaplin
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KPN Q1 24: Solid results, low volumes not currently an issueApril 24, 2024 — Russell Waller
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Tesla 1Q24: How didn’t we see it coming? Bridging portfolio expansion ahead of Model 2. Buy, $245April 24, 2024 — Pierre Ferragu
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SingTel - SingTel’s market cap now fully covered by stake in Bharti; could a Buyback narrow the SOP discount?April 24, 2024 — Chris Hoare
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Orange Q1 24: Good results; weak French KPIs not a worry, SR trends unchangedApril 24, 2024 — Russell Waller
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Key Takeaways from iQIYI World Conference 2024April 24, 2024 — Jin Yoon
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BZ: 1Q24 Preview - Business Remains on TrackApril 23, 2024 — Jin Yoon
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T 1Q24 Quick Take: Solid ResultsApril 23, 2024 — Jonathan Chaplin
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SNAP: Quick Thoughts Ahead of Thursday's PrintApril 23, 2024 — Dan Salmon
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China Telecom – Q1 24 Quick Take: Continuing its lead over peersApril 23, 2024 — Chris Hoare
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Nigerian Telcos - Q4 23 review: Still weathering the (macro) stormApril 23, 2024 — Chris Hoare
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China Mobile (Buy) – Q1 24 Quick Take: Decent bottom line move despite some margin pressure as depreciation easesApril 23, 2024 — Chris Hoare
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Rakuten - Not on track to hit breakeven targetsApril 23, 2024 — Chris Hoare
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Reliance Industries Ltd – Q4 24 Quick Take: Topline accelerated again led by inflection in O2C; balance sheet further strengthened as capex moderatesApril 23, 2024 — Chris Hoare
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Verizon Model UpdateApril 22, 2024 — Jonathan Chaplin
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GOOGL: Quick Thoughts Ahead of Thursday’s PrintApril 22, 2024 — Dan Salmon
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Altice France - The bonds are discounting too bearish an outcomeApril 22, 2024 — Russell Waller
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VZ: Quick thoughts following the callApril 22, 2024 — Jonathan Chaplin
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Feedback from meeting with VEON managementApril 22, 2024 — Chris Hoare